Reporting

At most separate account managers, portfolio managers or assistants need to regularly create client presentations. It is also common for managers to “pitch” a prospective account by loading on prospective portfolios, demonstrating how the manager would alter that client’s portfolio if they managed their assets, and how that strategy would fare in different market scenarios. This is a strength of Perform. It is actually such a salient strength that some national investment counselor firms use Perform in multiple offices just to create presentations – and the system pays its way with the additional business it brings.